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Are Investment Advisors Ready for CRM2?

wmecomplianceRegulatory compliance is something many financial advisors don’t like to think a lot about. Unfortunately soon they won’t have a choice.

While many advisors may have been able to get away with a ‘relaxed’ operation model before, that’s quickly about to change. CRM2 promises to shake up the state of compliance in Canada, affecting the vast majority of advisors. But just because the rules are about to change doesn’t mean your business has to suffer. Here’s what you need to know:

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Fundamentals Of Dashboards (Infographic)

dashboards, CRM, Business intelligence

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Top 5 Ways To Improve Customer Relationships By Using CRM Software

building relationships, CRM Today, it is an obvious fact that for a customer or a client, there is no dearth of options as far as doing business with an organization or shopping from any Ecommerce store is concerned. And hence, if you are a business owner or an online retail store owner, it becomes imperative for you to make sure that your existing customers, or even new ones, stick to your organization or store for doing business or shopping. And here is where the need for building a strong and unbreakable relationship with your customers comes in. For this, there are numerous Customer Relationship Management (CRM) software solutions available out there, but the important thing is to utilize CRM software in order to strike an ever-lasting chord with your customers. If you are wondering how to do so, then here are top 5 ways to improve customer relationships by using CRM software. Read On…

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My Favorite Marketing KPI’s

marketing KPI's Marketing key performance indicators (KPI’s) are an essential part of tracking your marketing investment. Like other forms of investments in a company, you need to understand where your time and money are going and what you are getting out of it.

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A Political Philosophy on Lead Generation

Rodin's The Thinker 0848With apologies to the ‘Two Cows’ versions on political philosophy, I thought it might be funny to swap out ‘two cows’ for ‘two leads’ — anyone in sales, or associated with sales ought to get a laugh out of this.

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